ChargePoint (CHPT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - ChargePoint Holdings, Inc. reported revenue of $109.32 million for the quarter ended January 2026, marking a year-over-year increase of 7.3% and exceeding the Zacks Consensus Estimate of $104.61 million by 4.51% [1] - The company reported an EPS of -$0.54, an improvement from -$1.20 a year ago, and delivered an EPS surprise of 49.53% against the consensus estimate of -$1.07 [1] Financial Performance - ChargePoint's networked charging systems generated $57.65 million, surpassing the estimated $55.13 million, reflecting a year-over-year increase of 9.6% [4] - Subscription revenue reached $42.47 million, slightly below the average estimate of $42.6 million, but still showing an 11% increase year-over-year [4] - Other revenue sources totaled $9.21 million, which was below the average estimate of $7.33 million, indicating a year-over-year decline of 16.3% [4] Market Performance - ChargePoint shares have returned +11% over the past month, contrasting with the Zacks S&P 500 composite's decline of -1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]